Inside Sales Representative

TL;DR

Inside Sales Representative: Generating new business opportunities for commercial insurance brokers through outbound outreach and lead management with an accent on appointment setting and CRM maintenance. Focus on building a sales pipeline, managing prospect activity in Salesforce, and supporting brokers in resolving complex Workers' Compensation challenges.

Company

A modern commercial insurance agency specializing in a unique platform that helps businesses manage and resolve Workers' Compensation injury challenges.

What you will do

• Conduct outbound calls to business owners and decision-makers to identify new opportunities.
• Schedule qualified meetings for licensed commercial insurance brokers.
• Manage prospect records, follow-ups, and daily tasks within Salesforce.
• Meet daily, weekly, and monthly calling and appointment-setting goals.
• Assist with setting up Workers' Compensation analyses for the broker team.
• Provide general sales and administrative support to ensure consistent outreach.

Requirements

• Must be willing to attend in-person company events, training sessions, and sales meetings throughout the year.
• Strong communication skills with a competitive and goal-oriented mindset.
• Ability to handle rejection and maintain consistent outreach efforts.
• Dependable, coachable, and eager to build a career in sales or insurance.
• Solid organizational skills for managing prospect activity.

Nice to have

• Prior sales experience or a proven track record of quota achievement.
• Experience with Salesforce or other CRM platforms.
• Knowledge of the insurance industry or Workers' Compensation.

Culture & Benefits

• Competitive compensation package with performance-based incentives.
• Employer-sponsored health care plan and monthly health & wellness credit.
• Retirement plan with up to a 5% employer match.
• Flexible paid time off policy.
• Ongoing training and professional development support.